📊Data Wizard
How to download payroll data or salary register?
To download a salary data or payroll data you first need to create a salary register first and then proceed to download it. Step for the same are given below.
A. Create Salary Register
B. Download Salary Register
A. How to create a salary register?
Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcYOKFEjyH3ifBo89Cbel%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=63afaaa1&sv=1)
Step 2: To create a new salary register click on the ‘+’ icon, enter the ‘Setting Name’ and click on the ‘Add’ button. Select ‘Report Type’, click on the ‘Add Fields’ button and the ‘Data Wizard’ pop-up will open.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUcJlOQEJZ55jaSfoEzNR%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=64078cb1&sv=1)
Step 3: Click on the various tabs such as category, master fields, earning fields, deduction fields, user-defined fields and separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRZ4GPXK2idfbnBHvqxuY%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=ddce002b&sv=1)
Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The salary register will be created accordingly.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLCjC9xucVC9tIxEv2anM%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=92b9a073&sv=1)
B. How to download the salary register?
Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fmw5PyzLZ6u2fzAPL08Mj%252F4.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=b61915f0&sv=1)
Step 2: From the ‘Select Settings’ field select the salary register you created. Select the required fields such as report type, employee status, from month - year and other fields as required and click on the ‘Download’ button.
The salary register with salary data will be downloaded.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkZp2Ry7B8tEEPoVJAf63%252F5.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=be2bbd44&sv=1)
Path: Cloud portal > Analytics > Data Wizard > ‘+ Icon’ > Settings Name > Add > Report Type > Add Fields > select fields > Save > Report Type > Employee Status > From Month-Year > Save
>> Select Setting > Report Type > Employee Status > From Month-Year > Download
For any queries, contact support@pockethrms.com
Last updated